Matthew Makowski

Sharpshooter
DISC Type : CD

Founder / Owner ~MMIV~ Parent Company at MMIV EU

Spain

Overview

Matthew Makowski is the Director of PCC Network, leveraging over 22 years of experience in financial services to lead global business development and build high-performing advisory teams. He specializes in creating wealth strategies for HNW and UHNW clients, particularly in a cross-border context. Matthew holds a Bachelors degree from Loyola Marymount University and Series 7 & 66 certifications.

He has founded, scaled, and successfully sold an international enterprise based in the European Union.

Personality Overview

Fast But Analytical

ROI Driven

Thorough Evaluator

They are not focused on building rapport and relationships.  They like to act fast and expect others to do the same. More than the product, they care about the effectiveness of the product.

Topics They Care About

Cross-Border Wealth
His work focuses on financial services for clients in the EU, US, and Switzerland, and he has authored multiple articles on expat wealth management and tax planning.
Modern Advising
He writes about the evolution of wealth management, emphasizing a shift from simple investment management to holistic financial life planning for HNW clients.
Advisor Development
His career includes leading advisor development, training, and performance initiatives at major firms like New York Life and SageCrest Wealth Management.

Media Appearances

Matthew has no verified media appearances

Work History

1-2021
Founder / Owner ~MMIV~ Parent Company at MMIV EU
8-2014 - 10-2020
Wealth Management Advisor at TIAA
1-2012 - 7-2014
Partner at New York Life Insurance Company
7-2008 - 1-2012
Managing Director (Securian Financial / Minnesota Life) at SageCrest Wealth Management
4-2004 - 7-2008
District Manager / Financial Advisor (Formerly American Express F.A.) at Ameriprise Financial Services, LLC

Education

1996 - 2000
Bachelor's degree from Loyola Marymount University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Spain Job Level : Leadership Designation : Founder / Owner ~MMIV~ Parent Company at MMIV EU
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Hold your ground without indulging in one-upmanship

DONT's

  • Do not spend too much time focusing on product tech or features
  • Avoid being too verbose
  • Do not back off when challenged, respond with a confident, objective answer instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Matthew

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They can take decisions very fast if you manage to convince them.
  • Can Matthew take some risk or not?

  • The risks don’t matter much to them.

You And Matthew

Personality Compatibility


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